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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-20 |
| PA | RA | APPROVED | 2019-06-19 |
Branch Locations
4600 J. Barry Court Ste. 220, Canonsburg, PA 15317 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Pittsburgh | PA | 10/2014 | 06/2019 |
| Instead Of Sleeping | Pittsburgh | PA | 01/2008 | Present |
| Foresters Advisory Services Llc | Pittsburgh | PA | 12/2016 | 06/2019 |
| Icb- Mutual Of Omaha | Pittsburgh | PA | 08/2018 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Canonsburg | PA | 06/2019 | Present |
1. P&A EDUCATION & ENROLLMENT SERVICE-ASSISTS IN ENROLLING AND ANSWERS QUESTIONS ON ENROLLING IN 401k. 2 DAYS EVERY 6 MO'S 2. AUTHOR & SALE OF EBOOK ON AMAZON.COM, 100% OWNER 3. PHOTOGRAPHER, SELL PRINTS ONLINE AND DONATE 100% OF PROFITS TO LOCAL CANCER CENTER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-13 |
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